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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $27,350 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,563 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,916 | $104,919-63.9% | $116,228-67.4% | $85,563-55.7% |
| Participation rate | 62.0% | 78.6%-16.6pp | 74.6%-12.6pp | 66.0%-4.0pp |
| Annual return | 11.94% | 15.38%-3.4pp | 90.06%-78.1pp | 31.51%-19.6pp |
| Employer contribution / active EE | $1,237 | $3,485-64.5% | $2,994-58.7% | $2,654-53.4% |
| Participant deferral / active EE | $2,207 | $5,306-58.4% | $4,953-55.4% | $4,375-49.6% |
| Admin fee / account holder | $313 | $429-27.0% | $11,989-97.4% | $834-62.5% |